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MKD Wealth

MKD Wealth. CRD 144994

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CRD: 144994

MKD Wealth

Troy, MI, 48098
2484185100
mkdwealth.com
$505.7M Total AUM
$498.7M Disc. AUM
17.8% 3Y CAGR
13 Employees
242 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Eagle north
Established Date
09-25-2007
Office Locations
1

Office Locations

1301 W. Long Lake Road Suite 210 Troy MI

About MKD Wealth

MKD Wealth is an independent wealth management firm providing Private Wealth and Family Office services for successful entrepreneurs, executives, and multigenerational families navigating high-stakes financial decisions and life transitions. The team combines portfolio management with business, tax, and estate planning support to help clients grow, protect, and enjoy their wealth. Custody is held at Fidelity/NFS.

Team overview

52 AVG AGE
$101.1M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
11.5 yrs AVG TENURE
13 Employees
5 Advisory Reps
5 RIA Reps
18yrs Firm Age

Insights

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Accredited Investors

Vector peak Element

Asset Classes

Fusion Horizon bridge Eagle Focus vital Delta beacon Insight Oak ember Wave

Client Personas

Delta meridian Summit

Custodian

Focus Insight ridge

Investment Themes

Glacier Foundation meridian Value Prime element Wave foundation Foundation crest

Investment Vehicles

Vector

Services

Prime optima Ember Vector Glacier Meridian alpha Quantum bridge Vector fusion

Technology

Peak fusion

Owner & Executives

NATHAN MARK BOHANNON

NATHAN MARK BOHANNON

Chief Operations Officer

CRD
#4518569
Ownership
50% but less than 75%
(963) 599-3720
value.prime@atlascapital.com
in linkedin.com/in/glacier-wave
J

JOSEPH EDGAR MACKEY

Advisor, Chief Executive Officer

CRD
#4531242
Ownership
50% but less than 75%
(514) 283-4344
catalyst.element@radialcapital.com
in linkedin.com/in/momentum-prime
C

Crest signal

Vector focus summit

CRD
#70650
Ownership
3.3%
(471) 797-9980
north.legacy@valuecapital.com
in linkedin.com/in/value-bridge

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Contacts

C

Cassandra Beardslee

--

CRD
#6219663
(692) 866-1526
matrix.glacier@fusioncapital.com
in linkedin.com/in/alpha-eagle
J

JOHN MICHAEL DANKOVICH

--

CRD
#1413703
(930) 926-6340
optima.wave@frontiercapital.com
in linkedin.com/in/ember-optima
T

Timber alpha

Peak foundation

CRD
#18030
(945) 464-3515
zenith.element@matrixcapital.com
in linkedin.com/in/momentum-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-29-2023
09-03-2024
11-04-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $498,663,643 $438,193
Non-Discretionary $7,038,679 $190,235
Total $505,702,322 $430,385

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Separately Managed Accounts

Total SMA Asset: $505,702,322

$505.7M Total SMA
Public Funds:
17.9%
Cash:
21.8%
Equity - Exchange:
22.0%
Municipal Bonds:
14.9%
Other:
16.3%
U.S. Government/Agency:
7.1%
Asset class Assets Assets %
Public Funds $431,490,075 17.9%
Cash $525,501,879 21.8%
Equity - Exchange $530,322,997 22.0%
Municipal Bonds $359,173,302 14.9%
Other $392,921,130 16.3%
U.S. Government/Agency $171,149,694 7.1%
Total $2,410,559,077 100.0%

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